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My Big IdeaJanak Shah, Pune

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Key Take-Aways
  • Know your audience and tailor your selling accordingly. Pune is a city of retirees and so preferred debt in their portfolio. They were willing to expand to some equity later as they got more comfortable.

  • Selling products in the interest of the customers which had low expense ratios.

  • Happy customers leads to more referrals.

  • Every new client is on the NSE platform and this helps ease communication as well as processes.

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